Nonprofit · EIN 20-2131507
JUNE F SHELTON LEGACY FOUNDATION
Tax-exempt · DALLAS, TX 75252
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $7,870,589 | $2,087,017 | $5,783,572 | $29,540,634 | $0 | $29,540,634 |
| May 31, 2024 | 990 | $12,194,658 | $589,776 | $11,604,882 | $22,246,684 | $21,375 | $22,225,309 |
| May 31, 2023 | 990 | $892,540 | $76,607 | $815,933 | $10,029,105 | $0 | $10,029,105 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $7,253,806
- Program service revenue
- $0
- Investment income
- $616,783
- Net gain from sales of assets
- $16,819
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,946,600
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $190
- Accounting fees
- $17,050
- Program services (functional)
- $1,946,600
- Management and general (functional)
- $140,417
Balance sheet and other
- Total assets, start of year
- $22,246,684
- Total assets, end of year
- $29,540,634
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,540,634
- Publicly traded securities
- $29,462,549
- Net assets without donor restrictions
- $25,920,541
- Net assets with donor restrictions
- $3,620,093
- Gross receipts
- $14,608,057
- Employees
- 0
- Volunteers
- 8
- Year formed
- 2004
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUZANNE STELL | EXECUTIVE DIRECTOR, SCHOOL Trustee or director | 1 | $0 | $395,932 | $35,851 |
| KELLY VAN DEN HANDEL | CFO, TREASURER Officer | 1 | $0 | $259,466 | $21,952 |
| PHILLIP WIGGINS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRISTY ROBINSON | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT L WALKER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GARY L WEBB | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BENTON MARKEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CYNTHIA WILSON KRAUSE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN JARZEMSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOYCE S PICKERING | EMERITA EXEC. DIRECTOR, SC Trustee or director | 1 | $0 | $0 | $0 |
| JOHN NEWBY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUZANNE STELL | EXECUTIVE DIRECTOR, SCHOOL Trustee or director | 1 | $0 | $361,755 | $34,239 |
| KELLY VAN DEN HANDEL | CFO, TREASURER Officer | 1 | $0 | $223,238 | $22,461 |
| PHILLIP WIGGINS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRISTY ROBINSON | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT L WALKER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GARY L WEBB | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BENTON MARKEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CYNTHIA WILSON KRAUSE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN JARZEMSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOYCE S PICKERING | EMERITA EXEC. DIRECTOR, SCHOOL Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUZANNE STELL | EXECUTIVE DIRECTOR, SCHOOL Trustee or director | 1 | $0 | $364,066 | $34,601 |
| JOYCE S PICKERING | EMERITA DIRECTOR, SCHOOL Trustee or director | 1 | $0 | $196,321 | $7,783 |
| KELLY VAN DEN HANDEL | CFO, SCHOOL Trustee or director | 1 | $0 | $159,992 | $26,649 |
| PHILLIP WIGGINS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRISTY ROBINSON | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT L WALKER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GARY L WEBB | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BENTON MARKEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CYNTHIA WILSON KRAUSE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN JARZEMSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 17301 PRESTON RD, DALLAS, TX 75252-5727
- In care of
- % GLEN BROWN
- Principal officer (990 for 2024)
- PHILLIP WIGGINS, 17301 PRESTON ROAD, DALLAS, TX 75252
- Signed the 990
- KELLY VAN DEN HANDEL, CFO
- Phone
- (972) 774-1772
- Return prepared by
- LANE GORMAN TRUBITT LLC
Mission
SEE SCHEDULE O
Program accomplishments
- JUNE F. SHELTON LEGACY FOUNDATION PROVIDES FINANCIAL SUPPORT FOR JUNE SHELTON SCHOOL AND EVALUATION CENTER. THE SCHOOL IS AN INDEPENDENT, NONSECTARIAN, COEDUCATIONAL, NONPROFIT SCHOOL WHOSE PURPOSE IS TO PROVIDE EXCELLENCE IN EDUCATION TO STUDENTS OF AVERAGE TO ABOVE- AVERAGE INTELLIGENCE WITH LEARNING DIFFERENCES FROM PRESCHOOL THROUGH GRADE 12. THE SCHOOL OFFERS A COMPREHENSIVE CURRICULUM WITH A STRONG ACADEMIC ORIENTATION AND A NURTURING FAMILY ATMOSPHERE THAT CONSIDERS THE PHYSICAL, INTELLECTUAL, EMOTIONAL AND SOCIAL GROWTH OF EACH STUDENT. SHELTON SERVES ABOUT 1,136 STUDENTS ANNUALLY.Expenses $1,946,600 · grants $1,946,600
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2131507
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2005
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B19)
- Assets (IRS master file)
- $29,540,634
- Income (IRS master file)
- $14,608,057
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $7,870,589 | $2,087,017 | $29,540,634 | XML |
| 990 | May 2024 | $12,194,658 | $589,776 | $22,246,684 | XML |
| 990 | May 2023 | $892,540 | $76,607 | $10,029,105 | XML |
| 990 | May 2022 | $714,211 | $80,015 | $9,932,641 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2131507).
Questions about JUNE F SHELTON LEGACY FOUNDATION
- What is the EIN of JUNE F SHELTON LEGACY FOUNDATION?
- The employer identification number (EIN) of JUNE F SHELTON LEGACY FOUNDATION is 20-2131507.
- Is JUNE F SHELTON LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to JUNE F SHELTON LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JUNE F SHELTON LEGACY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JUNE F SHELTON LEGACY FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JUNE F SHELTON LEGACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of JUNE F SHELTON LEGACY FOUNDATION?
- The 990 for the year ended May 31, 2025 names PHILLIP WIGGINS.
- Who are the officers and directors of JUNE F SHELTON LEGACY FOUNDATION?
- The 990 for the year ended May 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does JUNE F SHELTON LEGACY FOUNDATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $7,870,589, expenses of $2,087,017 and total assets of $29,540,634 at year end.
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